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Disclosery

MATHER GROUP, LLC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on JPM, newest first. How the timeline and the estimate are built.

MATHER GROUP, LLC. held 39,077 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,077 shares
    Change vs previous 13F +17,299 shares

    0.11% of the 13F portfolio, value $12,791,192.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,778 shares
    Change vs previous 13F -428 shares

    0.06% of the 13F portfolio, value $6,406,292.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,206 shares
    Change vs previous 13F +776 shares

    0.07% of the 13F portfolio, value $7,155,347.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,430 shares
    Change vs previous 13F +433 shares

    0.07% of the 13F portfolio, value $6,759,686.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,997 shares
    Change vs previous 13F +79 shares

    0.07% of the 13F portfolio, value $6,087,226.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,918 shares
    Change vs previous 13F +2,705 shares

    0.06% of the 13F portfolio, value $5,131,303.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,213 shares
    Change vs previous 13F +256 shares

    0.06% of the 13F portfolio, value $4,365,899.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,957 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,786,293.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).